CLN 251/252 Configuring the Epic End User 7: Users and Providers-Log In and Care for Patients

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CLN 251/252 Configuring the Epic End User 7: Users and Providers-Log In and Care for Patients What 3 key things does the EMP record control? - ✔✔ 1) End users ID 2) Password 3) default log i... n department How does the User Record determines access to functionality and Hyperspace - ✔✔By linking to other records: SER, DEP, EMP Where would you find User templates? - ✔✔As a Record in the EMP masterfile What's another term for the start up activity? - ✔✔Home workspace What are some common start up activities? - ✔✔Schedule, Greaseboard, Snapboard, Statusboard, In Basket, Dashboard, Patient List What's another term for User Template - ✔✔Linkable templates How are start up activities and Menues like options under the Epic button and across the toolbar controlled? - ✔✔The Role record When is a Provider record needed? - ✔✔Users that should be scheduled with patients or clinically document in a patient's chart What record controls details with and activities like the tabs and chart review or the default report in snapshot? - ✔✔Profile Record What style of print groups are used in the snapshot report? - ✔✔Native HTML Access to functionality is controlled by what? - ✔✔Security Class What type of record change is a workspace based on context? - ✔✔Workflow Engine Rule If a linked template is changed what happens? - ✔✔All the Users that are linked to it get the change What must be done for a User Record to work? - ✔✔The Status of the EMP must be set to ACTIVE How are passwords changed or set to expire? - ✔✔Status in the EMP Record If a second ID is entered in the System Login field what happens? - ✔✔The user will have a second Login ID. What happens if the System ID is left blank? - ✔✔The ID created when their EMP Record was created will be their only log in. Where doe the EMP Record get edited? - ✔✔In Hyperspace Where is the default log in department set? - ✔✔In the EMP in Hyperspace > Login Settings You are looking at setting for a user in Hyperspace and some of the fields are greyed out and yiu can not change them why might that be? - ✔✔The information is from a Linked Template. What are Subtemplate records? - ✔✔They override the linkable template for users who need special settings different than what is assigned Can individual user records be linked to more than one user template? - ✔✔Yes Why would an individual need more than one user template? - ✔✔Different jobs with different levels of security and tasks; or during a phased go live as additional settings are added How does a user with multiple templates select which template they have when they login? - ✔✔By selecting the "job "the correct template will be applied. The settings in the other jobs/templates are ignored. In other words They do not build on one another. Do linked templates to control everything for the user? - ✔✔No, There are many things still established by the individual user record such as ID password default login department etc. When must you select a default template for a user? - ✔✔If a user has more than one template linked to their EMP; if only one template that template will be the default Who would need a provider record linked to their EMP? - ✔✔Anyone who has patients Scheduled with them; can be referred to/referred by or they document clinical information in the EMR What might need a provider record? - ✔✔A machine or room Where Are you able to explore a provider record hyperspace or clinical administration? - ✔✔Clinical administration The ________ record is the starting place for successfully getting some staff started in epic and act as the "hub" - ✔✔EMP or User Record Why is Provider Type within the SER record it important? - ✔✔It can be used for encounter type conversions, color coding notes and filtering best practice advisories; classifies the provider in terms of education and services True or False: the Deoartment field in the SER determines the default log in dept. - ✔✔False, that is done in the EMP Record What do should someone who is never scheduled With patients have listed in Department in their SER Record? - ✔✔Nothing Where are a providers credentialed entered so they can be linked into appropriate places such as signatures? - ✔✔The License for Display field in the SER Record If someone is designated as an Authorizing Provider does that give them the ability to SIGN orders? - ✔✔No, it only allows them to be selected as the Authorizing Provider for an order. How does a Provider get the ability to enter and sign orders in Epic? - ✔✔They are given User Security to access the Order Entry Activity and to Sign Where do you go to link a provider record to a user record? - ✔✔Hyperspace; open the EMP record editor > search for Provider by their ID # > EpicCare form > Provider Hornets > Link to Provider search for the Provider > Finish Is linking established in the User EMP record or the Provider SER record when the two are to be linked? - ✔✔Linking is done in the user record Can multiple users be linked to the same Provider SER record? - ✔✔No [Show More]

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